
台灣停止現貨採購將對巴紐天然氣出口及外匯收入產生實質影響,能源供應則已找到替代方案
因巴布亞紐幾內亞親中打壓,台灣外交部宣布停止採購巴紐液化天然氣(LNG)現貨並不再簽訂新合約。此舉影響巴紐對台能源出口,台灣則已調整供需確保能源穩定。
AI-generated summary
巴布亞紐幾內亞因親中立場與台灣產生外交爭端。台灣是巴紐重要的能源出口市場,且巴紐為中油第四大天然氣供應國。
巴布亞紐幾內亞(巴紐)親中打壓台灣,我外交部6日宣布主動關館,並停止採購巴紐液化天然氣(LNG)現貨及簽訂新現貨合約。這場外交爭端也牽動雙邊龐大經貿利益。根據經濟部進出口統計,2025年台灣自巴紐進口約11.58億美元(約台幣380億);2026年前9月進口額也達9.82億美元(約台幣322億)。隨著台灣停止LNG現貨採購,巴紐能否維持對台出口規模,備受關注。
台灣與巴紐長期呈現貿易逆差。經濟部統計顯示,2025年台灣自巴紐進口約11.58億美元(約台幣379.82億),對巴紐出口僅約3800萬美元(約台幣12.46億),貿易逆差達11.2億美元(約台幣367.36億);2026年前9月,台灣自巴紐進口也達9.82億美元(約台幣322.1億),對巴紐出口僅約2300萬美元(約台幣7.54億),逆差達9.59億美元(約台幣314.55億)。從雙邊貿易結構來看,台灣是巴紐重要的出口市場。
天然氣更是雙邊經貿往來的關鍵。經濟部今年7月公布,中油2025年自巴紐進口液化天然氣(LNG)約182萬公噸,占中油全年天然氣進口量約8%,巴紐為中油第4大天然氣供應國。外交部則於11月6日指出,台灣採購量約占巴紐LNG出口總量三分之一,凸顯台灣市場對巴紐能源出口的重要性。
外交部6日表示,台灣已停止透過現貨市場採購巴紐LNG,2026年上半年原規劃採購的現貨數量約50萬公噸,未來也不再簽訂新的現貨採購合約。外交部評估,此舉將對巴紐天然氣出口及外匯收入產生實質影響。
不過,停止現貨採購不代表雙方天然氣交易全面中斷。經濟部長龔明鑫先前表示,現貨採購具有調整彈性,但既有長期供應合約涉及契約義務,仍須盡量履約。外交部此次最新聲明也未宣布取消長約,因此巴紐對台出口究竟會減少多少,仍有待後續觀察。
至於台灣能源供應,外交部強調,國內已完成天然氣供需評估及採購配置調整,並找到替代氣源,確保供氣穩定,不會因停止採購巴紐現貨天然氣而受到影響。
對巴紐而言,台灣去年近380億元的進口規模,反映台灣市場的重要性。如今台灣停止新增LNG現貨訂單,巴紐能否順利尋找替代買家、維持天然氣出口收入,將成為這場外交爭端後續最值得關注的經濟問題。
AI outlook — possibilities, not facts
巴紐天然氣對台出口額將因現貨採購停止而下降。
Likely · Within months
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